User interface

The Eftsure workspace has been created as a single-entry point for all Eftsure related inquiries. For more information on D365 F&O workspace, please refer to Microsoft Docs | Configure filter workspaces.

Eftsure Workspace can be found in common Workspaces menu.

Users can mark Eftsure workspace as favourite for future easy reference using star icon.

Home page personalisation

Users can personalise/rearrange the workspace menu under Settings > Personalise.

Select Move, then select Eftsure module to move the tile to a desired location.

Dashboard tile personalisation

We recommend each user to personalise their Eftsure dashboard tile using same Settings function to personalise the view.

Go to Eftsure workspace and select Settings > Personalise.

1. Use Select function,
2. Select critical information you wish to see on main dashboard,
3. Activate the box Pin to dashboard.

With this setup, each user can see the Eftsure workspace tile with the most critical information.